Why start a brand new firm rather than joining with one of the big financial firms?

We decided to start our own financial advising firm for two main reasons:

First, we wanted complete autonomy to work and serve our clients. With this autonomy comes the freedom from the highly restrictive rules that bog down larger investment firms, as well as the freedom to implement technological planning solutions much more quickly and efficiently. This freedom and efficiency allows us to give more to our clients at a lower cost.

Second, we wanted to provide more transparency to our clients. With our fee-based, fiduciary approach in providing financial advice, we are in control of when conflicts of interest arise, allowing us to reduce conflicts of interest and fully disclosed them to our clients when they do occur.